Wealth Manager Solutions

Wealth management firms need to constantly evaluate and adjust to the shifting landscape as economic, political and other factors affect markets and investment outlooks. As one of the largest investment consultants worldwide, we can leverage your global infrastructure to help advance your investment capabilities.

• Mercer solution: Our consulting team worked with the RIA to develop customized model portfolios that incorporated Mercer’s best thinking with its own client’s needs across a range of goals, risk tolerances, and tax-status.

• Results: RIA enhanced its investment management capabilities and was able to provide innovative investment strategies for its clients.

DELEGATED SOLUTIONS

• Client situation: A multi-family office wanted to incorporate alternative strategies into its clients’ investment programs but didn’t have the resources to build and manage a diversified strategy.

• Mercer solution: The team leveraged Mercer’s portfolio management and back-office teams to deliver an institutional-quality alternatives offering at competitive fees with a single set of documents to execute.

• Results: Multi-family office was able to reduce its operating costs and scale its investment offering.

TOOLS & RESEARCH

TOOLS & RESEARCH

• Client situation: Large private US bank wanted to expand its research library to better service clients and financial advisors and stay ahead of the complex investment environment.

• Mercer solution: Our consulting team worked with the RIA to develop customized model portfolios that incorporated Mercer’s best thinking with its own client’s needs across a range of goals, risk tolerances, and tax-status.

• Results: RIA enhanced its investment management capabilities and was able to provide innovative investment strategies for its clients.

DELEGATED SOLUTIONS

DELEGATED SOLUTIONS

• Client situation: A multi-family office wanted to incorporate alternative strategies into its clients’ investment programs but didn’t have the resources to build and manage a diversified strategy.

• Mercer solution: The team leveraged Mercer’s portfolio management and back-office teams to deliver an institutional-quality alternatives offering at competitive fees with a single set of documents to execute.

• Results: Multi-family office was able to reduce its operating costs and scale its investment offering.

Investment Manager Research

We have 135+ research-dedicated professionals around the world that go beyond just performance numbers with forward-looking, qualitative assessments that highlight the risks and opportunities of each strategy and the team behind the strategy.

Asset Allocation Model Portfolios

The most important decision for an investor is asset allocation. Our team of capital markets experts and wealth management experts can provide our standard reference portfolios or work with you to build a customized suite of portfolios across the risk spectrum that reflect the unique circumstances of your client base.

From Remote Delivery of Research to Hands-On Delegated

As a wealth management firm or financial fiduciary today, you need to provide a differentiated offering to your clients. We have the flexibility to develop strategies for you — from remote delivery of research to hands-on, delegated decision making. When you leverage Mercer’s proven and industry-leading investment research and/or investment management capabilities, you free up more time to focus on what’s far more important: the changes you want to bring about in your client’s lives.